See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,003 | $99,020-46.5% | $86,590-38.8% | $147,584-64.1% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 11.72% | 1312.34%-1300.6pp | 964.84%-953.1pp | 578.55%-566.8pp |
| Employer contribution / active EE | $572 | $3,132-81.7% | $2,839-79.9% | $4,876-88.3% |
| Participant deferral / active EE | $3,565 | $3,972-10.2% | $3,609-1.2% | $5,439-34.4% |
| Admin fee / account holder | $6 | $5,710-99.9% | $4,906-99.9% | $10,885-99.9% |